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Apple shares owned by Affinity Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Affinity Wealth Management from 13F filings

Historical chart of Affinity Wealth Management investment in Apple

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All positions including Apple held by Affinity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Affinity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 27k 254.63
2025-06-30 $5.4M 27k 205.17
2025-03-31 $5.9M 27k 222.13
2024-12-31 $6.7M 27k 250.42
2024-09-30 $6.1M 26k 233.00
2024-06-30 $5.6M 26k 210.62
2024-03-31 $4.4M 26k 171.48
2023-12-31 $5.0M 26k 192.53
2023-09-30 $4.4M 26k 171.21
2023-06-30 $5.0M 26k 193.97
2023-03-31 $4.0M 24k 164.90
2022-12-31 $3.1M 24k 129.93
2022-09-30 $3.1M 22k 138.18
2022-06-30 $3.1M 21k 145.23
2022-03-31 $3.6M 21k 170.58
2021-12-31 $4.5M 27k 168.43
2021-09-30 $3.6M 26k 139.01
2021-06-30 $3.5M 24k 145.39
2021-03-31 $3.2M 24k 133.68
2020-12-31 $3.0M 24k 127.82
2020-09-30 $2.5M 22k 114.26
2020-06-30 $2.3M 5.5k 425.04
2020-03-31 $1.6M 5.5k 289.12
2019-12-31 $1.8M 6.2k 293.58
2019-09-30 $1.2M 5.1k 223.87
2019-06-30 $1.1M 5.6k 197.88
2019-03-31 $1.7M 8.7k 189.95
2018-12-31 $1.4M 9.1k 157.73
2017-09-30 $1.1M 7.1k 154.17
2017-06-30 $1.0M 7.1k 143.98
2017-03-31 $1.0M 7.1k 143.60
2016-12-31 $740k 6.4k 115.81
2016-09-30 $822k 7.3k 112.99
2016-03-31 $939k 8.6k 109.03
2015-03-31 $854k 6.9k 124.45
2014-12-31 $747k 6.8k 110.37

More positions owned by Affinity Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U S Equity Factr (LRGF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Spdr Series Trust Aerospace Def (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Microsoft Corporation (MSFT)

View all positions for Affinity Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple